Filed July 11, 2018 (most recent of 4 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
| Provider | Service type | Compensation |
|---|---|---|
SAGEVIEW ADVISORY GROUP, LLC3+ years Service code 27 · EIN 33-0818667 | Advisory (Plan) | $19,194 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,562 | $74,552-5.4% | $63,018+12.0% | $69,634+1.3% |
| Participation rate | 65.9% | 78.3%-12.4pp | 74.8%-8.9pp | 70.7%-4.8pp |
| Annual return | 15.33% | 15.77%-0.4pp | 87.63%-72.3pp | 27572.26%-27556.9pp |
| Employer contribution / active EE | $1,146 | $2,929-60.9% | $2,761-58.5% | $2,032-43.6% |
| Participant deferral / active EE | $3,874 | $2,974+30.2% | $3,330+16.3% | $3,224+20.2% |
| Admin fee / account holder | $14 | $59-76.1% | $3,601-99.6% | $110-87.1% |